The Daily Briefing That Unlocks Private Markets.

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Private Markets Digest connects the dots that matter across private equity, venture capital, private credit, and banking.

Name Which AI Assumption Your Position Depends On

May 19, 2026

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5 min read

Name Which AI Assumption Your Position Depends On

The OpenAI verdict clears the IPO path but not the balance sheet, Google and Blackstone committed $5 billion behind TPU commercialization the day before Nvidia reports, and PJM's grid emergency named the AI power constraint in real time.

Dio Pouerie, +1

Fuel Wars | Rate Shock & Bond Rout | China Cracks

May 18, 2026

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5 min read

Fuel Wars | Rate Shock & Bond Rout | China Cracks

American consumers are competing with the world for their own fuel. Bond vigilantes just called a regime change. Europe and China are both losing ground in the AI race.

Dio Pouerie, +1

May 18, 2026

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5 min read

Your Hormuz Resolution Model Just Broke

A drone near a nuclear plant extended every Hormuz resolution timeline, NextEra is buying Dominion for $116 billion to reach the AI power grid, and the equity market has not priced what bonds already have.

Dio Pouerie, +1

Five Questions the Market Has to Answer This Week.

May 17, 2026

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6 min read

Five Questions the Market Has to Answer This Week.

Last week built nine frameworks. This week the data, earnings, and a historic filing decide whether they hold.

Dio Pouerie, +1

Approved Buyers. Zero Deliveries. Five Inflation Confirmations. One Prospectus Into All of It.

May 16, 2026

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6 min read

Approved Buyers. Zero Deliveries. Five Inflation Confirmations. One Prospectus Into All of It.

Private credit crossed a line. Inflation confirmed from five directions. The oil clock has a date. And the largest IPO in history files next week.

Dio Pouerie, +1

The Buffer Is Running Out. Fast. | Oil Gap | Warsh Boxed In

May 15, 2026

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5 min read

The Buffer Is Running Out. Fast. | Oil Gap | Warsh Boxed In

The oil buffer is nearly gone and JP Morgan named the date. Cerebras faded on day two. Samsung's strike starts May 21.

Dio Pouerie, +1

The Daily Briefing That Unlocks Private Markets.

Name Which AI Assumption Your Position Depends On

Fuel Wars | Rate Shock & Bond Rout | China Cracks

Your Hormuz Resolution Model Just Broke

Five Questions the Market Has to Answer This Week.

Approved Buyers. Zero Deliveries. Five Inflation Confirmations. One Prospectus Into All of It.

The Buffer Is Running Out. Fast. | Oil Gap | Warsh Boxed In

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